THE APPROACH
A useful draft. A clear decision.
We built the invoice workflow around review. The assistant prepares the document from a description of the job, calculates the figures in whole cents and shows the result before it is approved. Drafting and sending are distinct steps.
The phone experience brings financial context and the Jeff workspace close together. In the wider device study, the dashboard and its navigation occupy one pane, while Chat, Agent and the message composer belong to the other. The controls move with the task rather than stretching to fill a larger screen.


